In step four of the financial planning process, the client’s financial plan is presented in a personalized financial planning binder. It includes all engagement documents, client data, goals, recommendations plus action plans for each each of the following six areas (or specific modules you selected ) as follows.
- Cash Management Planning
- Investment Management Planning
- Retirement Income Planning
- Risk Management Planning
- Tax Planning
- Estate Planning
It becomes your reference guide for each meeting as we monitor your plan and it’s progress.
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